HSBC

Area Wealth Manager - London Region

HSBC

London, UK
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a driven and dynamic individual with a passion for wealth management? Do you have a proven track record in delivering exceptional client service and driving business growth? Are you looking for a challenging and rewarding career opportunity in the heart of London? If so, we have the perfect role for you!HSBC is seeking an experienced and highly motivated Area Wealth Manager to join our London region team. In this role, you will be responsible for managing a portfolio of high net worth clients, providing them with tailored wealth management solutions and building strong, long-lasting relationships. Your extensive knowledge of financial products and services, combined with your exceptional interpersonal and communication skills, will allow you to excel in this role. Join us and take your career to the next level with one of the world's leading financial institutions.

  1. Develop and maintain relationships with high net worth clients, providing them with personalized wealth management solutions.
  2. Identify and understand client needs and goals, and develop strategies to help them achieve their financial objectives.
  3. Effectively communicate complex financial concepts and products to clients in a clear and understandable manner.
  4. Utilize knowledge of financial markets and products to provide clients with relevant investment advice.
  5. Continuously monitor and review clients' portfolios to ensure they are aligned with their financial goals and risk tolerance.
  6. Collaborate with internal teams and external partners to deliver exceptional client service and maximize business growth opportunities.
  7. Stay updated on industry trends, changes in regulations, and market developments to provide clients with the most up-to-date information and advice.
  8. Act as a brand ambassador and maintain a strong professional image of HSBC in all interactions with clients and stakeholders.
  9. Meet and exceed individual and team sales targets and contribute to the overall success of the London region.
  10. Adhere to all compliance and regulatory guidelines to ensure the protection of client assets and HSBC's reputation.
  11. Participate in training and development programs to enhance knowledge and skills and stay current with industry standards.
  12. Represent HSBC at networking events and actively seek opportunities to expand the client base and grow business.
  13. Manage and maintain accurate client records and documentation in line with HSBC standards.
  14. Mentor and coach junior team members to support their professional growth and development.
  15. Collaborate with other Area Wealth Managers to share best practices and drive continuous improvement within the team.
Where is this job?
This job is located at London, UK
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field.

  • Proven Track Record Of Achieving Sales Targets And Driving Business Growth.

  • Strong Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Clients.

  • At Least 5 Years Of Experience In Wealth Management, Preferably In The London Region.

  • In-Depth Knowledge Of Financial Products And Services, Including Investment Strategies, Retirement Planning, And Estate Planning.

Required Skills
  • Risk Management

  • Financial Planning

  • Investment Management

  • Client Relationship Management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Wealth Preservation

  • Portfolio Diversification

  • Tax Optimization

  • Wealth Transfer

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Area Wealth Manager - London Region in London, UK is £70,000-£100,000 per year. However, this can vary depending on factors such as the specific company, the individual's experience and qualifications, and the performance of the region. Some Area Wealth Managers in London may earn significantly higher salaries, while others may earn less.

Additional Information
HSBC is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 10th, 2025
Apply BeforeJanuary 14th, 2026
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About HSBC

HSBC Holdings Plc operates as a holding company for the HSBC Group. It provides banking and financial services through four global businesses, including Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets and Global Private Banking. The company's operating segments are organized into six geographical regions, including Europe, Hong Kong, Rest of Asia Pacific, Middle East and North Africa, North America and Latin America.

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